Member Info for David1951c

What will 5 cent dividend cost in total? It equates to 2.75p so a yield of 8.5% on SP of 32p. With higher gold price and with an element of fixed costs the cash generation could go significantly higher in 2025 which would allow THX to increase the amount of the dividend as hinted in RNS.

Results are actually quite good and positive for the future. The London market as we knew it has changed and there is a huge lack of confidence by institutional investors who in the past would be buying but not now. Pricing volatility created by the market itself is a real turn off.

The other important news is extending the life of Segilola and the oucome of the drilling programme. I am reluctant to but more until the position is clearer.

As a small investor my research capability is limited but comparing smaller London listed companies in the gold mining mining sector comes up with THX being a potentially highly rewarding investment. The profit potential is underscored by the low AISC ($1,000) compared to others such as HOC and Serabi (possibly $1,500) as well as the tax losses (quantified yet?). Downside is still mine life and political risks which may soon both become relatively minor issues.

Awaiting news in Q1 on Douta and hopefully Q1 update and FY finals inn April so numerous catalysts. Anyway have accumulated 60k shares in anticipation.

Wood is another example of why fund managers and pension funds are deserting the London market. The massive drop in share price with Mickey Mouse share pricing and huge volatility make a large number of companies uninvestible. Pension funds are right to be risk averse.

Big sellers in the background may be.

I am not worried but it is very frustrating that sale of shares for less than £10k casues a 5% SP drop. For a long time I've thought the pricing methodolgy on micro caps is not fit for purpose. Also the volatility is a real turn off for some investors.

I have invested in THX in last few months and gradually increasing. I would go further but the Osun risk is still hard to assess and the extended life of Segilola mine has not been clearly assessed either. Potential reward with THX and expansion into Senegal / Ivory Coast is large but risks cannot be ignored. Hopefully the announcements in coming 2 months will mean the risk and reward can be better evaluated.

AIM is dire right now with low liquidity and little new money coming into the minnow market. Apta has great potential but a hsitory of dilutive fund raising that has crashed the SP. Current issue for new investors (apart from finding them) is the cash situation. June 2026 sounds a long way off but they really need to demonstrate a much more positive position. When are milestone payments likely to be earned and how much?

Given the great progress with Unilever and AZN perhaps they could request an advance say £5m which is peanuts to big firms but massive to Apta.

Money is tight and it may be an opportunity for a fund raise albeit at a large discount. QED is a recent example of this.

The relative lack of interest in THX is a surprise given the fundamentals and low SP. Segilola mine life extension and Osun State issues may be holding it back and response to these at recent web event was not very helpful. Comparing to HOC which is much larger may not be a guide but Thor have a much lower AISC (almost half) and huge profit margin.

More regular news and promotion may help also with February event in Cape Town. This should go higher and 2025 could be a stellar year.

Re-reading the technical update 5 December is refreshing. With so much going on it will take only one of the numerous opportunities to lead to meaningful income and dispel the worries that another damaging and diluting fund raise will occur. 2025 should be a pivotal year and finally enable Apta to really move forward.

With such a low market cap this has so much potential. lAdded 600k but shown as a sell.

In investing in gold production mining shares, I bought 50k THX last week as the potential seems very good. One factor that is important is the Segilola mine life and how many years this might be extended from the recent and future drilling. Other locations have potential bbut production will be some years away.

Hopefully this will be addressed in IMC session.

1.5m buy shows as a sell on LSE. Hopefully a good top up and reduces average. This quarter should see a flow of good news.

SP reduction makes this a possible re-entry point but looking through the financial statements, it seems the admin costs are about three times the R&D costs. Possibly partnership arrangements place part of cost burden on other parties but that should also reduce the admin bill. Also the costs of additional employees may also push up the overall costs.

Is there an explanation?

Fully agree that regular communication is vital. RNS today underlines once again the huge potential and with major customers. So why hasn't the SP responded more? Too many people have been badly impacted by heavily discounted equity fund raises. I have 5m shares at an average of 0.83. I have not sold because I believe this will come good but I will not buy more until the income rises and no further equity fund raising is needed.

Apta need to charge more if their optimers are so good and also ask their big clients to advance funds during the development phases to keep it all going. The likes of Unilever and AZ could so easily put in £5m between them against future success. It would be chicken feed but make a huge difference to Aptamer. With success the company value could rise many times from pitiful £6m but success is not guaranteed but looks highly promising.

Just to say I don't post very often on any of my holdings; nor am I a trader. I posted because I was delighted with the news and SP rise. Wait and see what happens.

As a sharehodlder for more than five years, the news and SP rise is great. The drop back today is typical AIM and sadly not a surprise. Key issue for me is funding and as was said at the Investor Meet Q&A they may have cash for a few months only. A fund raise or other means to support the coming six months on the back of the news would make sense.

IIs will probably stay away until the Deloitte review is completed and who knows when that will be. They are not gamblers like the rest of us on here. Expect some large sells to appear in the next hour.

With the latest news from RSA exploration and reserves surely KEFI would be a take over target even with only 25% holding there. A large miner wanting to get an early entry into RSA and Ethiopia would easily afford a substantial sum to fast track their development especially with rising gold price. At a price of 5p the acquisition cost would only be £300m which is a small amount and easily affordable.